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UBS Group

524 hedge funds and large institutions have $41.5B invested in UBS Group in 2023 Q4 according to their latest regulatory filings, with 99 funds opening new positions, 181 increasing their positions, 173 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
524
Holders Change
+41
Holders Change %
+8.49%
% of All Funds
7.68%
Holding in Top 10
21
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-8.7%
% of All Funds
0.31%
New
99
Increased
181
Reduced
173
Closed
47
Calls
$1.37B
Puts
$945M
Net Calls
+$427M
Net Calls Change
-$67.6M
Name Holding Trade Value Shares
Change
Shares
Change %
TWM
501
Tradition Wealth Management
Minnesota
$3K -$4.6K -158 -61%
BCMLT
502
Beacon Capital Management LLC (Tennessee)
Tennessee
$2.74K
AWM
503
Abound Wealth Management
Tennessee
$2.38K -$93 -3 -4%
FFO
504
Fortitude Family Office
Arizona
$2.29K +$2.29K +74 New
Kayne Anderson Rudnick Investment Management
505
Kayne Anderson Rudnick Investment Management
California
$2.01K +$525 +17 +35%
AW
506
Avion Wealth
Texas
$2K
FBC
507
Fairfield, Bush & Co
Connecticut
$1.55K +$1.55K +50 New
BWL
508
Bogart Wealth LLC
Virginia
$1.48K
FWM
509
Focused Wealth Management
New York
$1.42K
MFA
510
McClarren Financial Advisors
Pennsylvania
$1K
CWC
511
Carolinas Wealth Consulting
North Carolina
$982 -$338 -11 -26%
FSWA
512
Financial Synergies Wealth Advisors
Texas
$859 -$205 -11 -19%
LFG
513
Larson Financial Group
Missouri
$803 +$803 +26 New
CTA
514
Colonial Trust Advisors
South Carolina
$680
MFT
515
Moisand Fitzgerald Tamayo
Florida
$279
SFA
516
Semmax Financial Advisors
North Carolina
$217
TAM
517
Tucker Asset Management
Colorado
$124 -$1.24K -40 -91%
WWM
518
Wolff Wiese Magana
California
$124 -$248 -8 -67%
CPG
519
Cornerstone Planning Group
New Jersey
$93
MSG
520
Main Street Group
Virginia
$17
GIA
521
GHP Investment Advisors
Colorado
$16 -$672 -42 -98%
FGAM
522
Financial Gravity Asset Management
Texas
$16 +$16 +1 New
State of Wisconsin Investment Board
523
State of Wisconsin Investment Board
Wisconsin
-$26.3M -1,062,208 Closed
VSI
524
Verde Servicos Internacionais
Brazil
-$18.3M -806,000 Closed
CHCM
525
Columbus Hill Capital Management
New Jersey
-$18.8M -757,000 Closed